SMITH MONROE GRAY ENGINEERS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMITH & MONROE & GRAY 401K RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 38 |
| Number of participants with account balances | 2022-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 39 |
| Number of participants with account balances | 2021-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
| Total of all active and inactive participants | 2020-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 38 |
| Number of participants with account balances | 2020-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
| Total of all active and inactive participants | 2019-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 38 |
| Number of participants with account balances | 2019-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
| Total of all active and inactive participants | 2018-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 35 |
| Number of participants with account balances | 2018-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 33 |
| Number of participants with account balances | 2017-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-804,015 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $488,265 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $459,431 |
| Total plan assets at end of year | 2022-12-31 | $5,450,487 |
| Total plan assets at beginning of year | 2022-12-31 | $6,742,767 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $381,416 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $3,769 |
| Other income received | 2022-12-31 | $-1,246,346 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,292,280 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,450,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,742,767 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $57,146 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $956 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $27,878 |
| 2021 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,460,007 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,281,309 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,246,316 |
| Total plan assets at end of year | 2021-12-31 | $6,742,767 |
| Total plan assets at beginning of year | 2021-12-31 | $7,564,069 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $335,226 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $45,021 |
| Other income received | 2021-12-31 | $1,021,365 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-821,302 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,742,767 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,564,069 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $58,395 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $34,993 |
| 2020 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,490,753 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $408,521 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $362,362 |
| Total plan assets at end of year | 2020-12-31 | $7,564,069 |
| Total plan assets at beginning of year | 2020-12-31 | $6,481,837 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $359,910 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $1,075,269 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,082,232 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,564,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,481,837 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $55,574 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $46,159 |
| 2019 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,652,161 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $81,825 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $27,525 |
| Total plan assets at end of year | 2019-12-31 | $6,481,837 |
| Total plan assets at beginning of year | 2019-12-31 | $4,911,501 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $322,788 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,268,761 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,570,336 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,481,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,911,501 |
| Assets. Value of participant loans | 2019-12-31 | $2,519 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $60,612 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $15,416 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $38,884 |
| 2018 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $45,561 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $69,238 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $33,817 |
| Total plan assets at end of year | 2018-12-31 | $4,911,501 |
| Total plan assets at beginning of year | 2018-12-31 | $4,935,178 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $319,068 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-326,087 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-23,677 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,911,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,935,178 |
| Assets. Value of participant loans | 2018-12-31 | $1,827 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $52,580 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $35,421 |
| 2017 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $993,061 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $10,272 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,376 |
| Total plan assets at end of year | 2017-12-31 | $4,935,178 |
| Total plan assets at beginning of year | 2017-12-31 | $3,952,389 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $288,877 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $704,184 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $982,789 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,935,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,952,389 |
| Assets. Value of participant loans | 2017-12-31 | $6,157 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,896 |
| 2022: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
